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Evelina Samson

Executive Director, Portfolio Advisory Group

Evelina is an Executive Director on the Portfolio Advisory Group team. In her role, she develops and executes advisor engagement and communication strategies around J.P. Morgan Private Bank’s global discretionary platform. Her primary focus is the Tax-Smart Solutions suite, which offers clients cost-efficient indexed or actively managed strategies with active tax management capabilities. Prior to her current role, Evelina was a member of J.P. Morgan Asset Management’s Fixed Income Technology team, where she partnered closely with engineers on building digital solutions for institutional fixed income fund managers.

Evelina graduated from New York University, with a B.A. in Computer Science and Mathematics. A native of Georgia (country), she now lives in New York with her husband and two children.

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To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products.

JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

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